Telenet Group Holding NV

Telenet Group Holding is a holding company. Through its subsdiairies and its broadband network, Co. is engaged in the provision of cable television, including television services, broadband internet and telephony services to residential subscribers in Flanders and certain communes in Brussels as well as broadband internet, data and voice services in the business market throughout Belgium and parts of Luxembourg. In addition, Co. is engaged in the provision of mobile telephony services through a mobile virtual network operator partnership with Mobistar NV.
  • TickerTNET
  • ISINBE0003826436
  • ExchangeEuronext Brussels
  • SectorMedia
  • CountryBelgium
James Ratzer

New Street: Telenet: Q2 20 - Getting Liberty Global off to a solid start

Telenet’s Q2 results were reassuringly solid with core cable subscription revenue growth and EBITDA beating both our and consensus expectations.

ING
ING Helpdesk

Benelux Morning Notes

AB InBev: Flaming June. AEGON: Expanding partnership with Santander in Spain. ArcelorMittal: Solid 2Q20 EBITDA and NFD beat. Econocom: Better net debt, supportive sales and debt guidance. H1 earnings low quality. Euronext: Another quarter another beat (6% on EBTIDA). Ontex: The King is dead, long live the King. Ordina: 2Q20 beat, strong cash flow, underlying revenue trends up despite Covid-19. Royal Dutch Shell: Underlying better? Keep an eye on quality. Telenet Group: Better EBITDA on lower sales, all guidance confirmed

ING
ING Helpdesk

Benelux Morning Notes

Accell: Strong set of 1H20 results. Acomo: No fuss, no drama. Orange Belgium: 9% EBITDAal beat on lower costs, EBITDal guidance maintained. Proximus: 2Q20 preview. Royal Dutch Shell: A painful quarter and the largest write-down ever. Signify: Significant beat vs expectations in 2Q20. Telenet Group: 2Q20 preview

ING
ING Helpdesk

Benelux Morning Notes

BAM: Profit warning. Belgian telecoms: Possible political breakthrough in 5G auction impasse. D'Ieteren: 14% growth in VW car registrations in June, Belgium down 2%

James Ratzer

New Street: Liberty Global/ Telenet: Moving towards FTTP overbuild of HFC?

Telenet has recently announced that it was entering into discussions regarding FTTP deployment on its existing cable footprint, rather than the previously announced (and less costly) progression to DOCSIS 4.0.

Valérie GASTALDY

Analyse court terme - TELENET GROUP HOLDING NV : La tendance est haussière.

La tendance est haussière. La baisse en cours s'apparente à une consolidation. Le support à 42,90 € pourrait relancer le mouvement haussier vers 48,80 €. La rupture de 42,90 € mettrait la tendance en danger.

Valérie GASTALDY

Short term view - TELENET GROUP HOLDING NV : The trend is bullish.

The trend is bullish. The current fall looks like a consolidation. The support at €42.90 could cause a bullish reaction towards €48.80. The break of €42.90 would endanger the trend.

Valérie GASTALDY

Analyse court terme - TELENET GROUP HOLDING NV : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 48,80 €. La rupture de 42,90 € mettrait la tendance en danger.

Valérie GASTALDY

Short term view - TELENET GROUP HOLDING NV : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €48.80. The break of €42.90 would endanger the trend.

Valérie GASTALDY

Analyse moyen terme - TELENET GROUP HOLDING NV : La tendance est incertaine.

La tendance est incertaine. Les Stochastiques sont en zone de surachat. Les cours pourraient se replier jusqu'à 38,95 €.

James Ratzer

New Street: Telenet: Q2 20 - Getting Liberty Global off to a solid start

Telenet’s Q2 results were reassuringly solid with core cable subscription revenue growth and EBITDA beating both our and consensus expectations.

ING
ING Helpdesk

Benelux Morning Notes

AB InBev: Flaming June. AEGON: Expanding partnership with Santander in Spain. ArcelorMittal: Solid 2Q20 EBITDA and NFD beat. Econocom: Better net debt, supportive sales and debt guidance. H1 earnings low quality. Euronext: Another quarter another beat (6% on EBTIDA). Ontex: The King is dead, long live the King. Ordina: 2Q20 beat, strong cash flow, underlying revenue trends up despite Covid-19. Royal Dutch Shell: Underlying better? Keep an eye on quality. Telenet Group: Better EBITDA on lower sales, all guidance confirmed

ING
ING Helpdesk

Benelux Morning Notes

Accell: Strong set of 1H20 results. Acomo: No fuss, no drama. Orange Belgium: 9% EBITDAal beat on lower costs, EBITDal guidance maintained. Proximus: 2Q20 preview. Royal Dutch Shell: A painful quarter and the largest write-down ever. Signify: Significant beat vs expectations in 2Q20. Telenet Group: 2Q20 preview

ING
ING Helpdesk

Benelux Morning Notes

BAM: Profit warning. Belgian telecoms: Possible political breakthrough in 5G auction impasse. D'Ieteren: 14% growth in VW car registrations in June, Belgium down 2%

James Ratzer

New Street: Liberty Global/ Telenet: Moving towards FTTP overbuild of HFC?

Telenet has recently announced that it was entering into discussions regarding FTTP deployment on its existing cable footprint, rather than the previously announced (and less costly) progression to DOCSIS 4.0.

Telenet Group Holding NV - March 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Telenet Group Holding NV - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Telenet Group Holding NV: Update following Q1 2020 results

Our credit view of Telenet, reflecting the company's modest leverage, as well as the increasingly difficult competitive and regulatory environments.

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Nadège Tillier

Benelux Credit Digest/Corporate issuer profiles

Once again, it is with great pleasure that we present the twelfth edition of our Benelux Credit Digest, our annual overview of the key fundamentals and credit metric developments of the most important corporate non-financial credits in Belgium, the Netherlands and Luxembourg.

Telenet Group Holding NV - September 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Global TMT: TSLA, AVGO, T, VZ, CMCSA, TMUS, ATUS, TNET, ILD, Indonesia

Global TMT: TSLA, AVGO, T, VZ, CMCSA, TMUS, ATUS, TNET, ILD, Indonesia Chris Hoare 0 chris @newstreetresearch.com

TELENET GROUP HOLDING NV reduced its risk exposure resulting in an upgrade to Slightly Positive

TELENET GROUP HOLDING NV (BE), a company active in the Integrated Telecommunications industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date May 1, 2020, the closing price was EUR 38.08 and its potential was estimated at EUR 41.37.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Telenet Group – AGM 29 April 2020

COVID19-CRISIS Brussels, 10 April 2020 - Telenet Group Holding NV announces that, utilising the optionality provided by a recent regulatory intervention in the combat against the Covid-19 pandemic, its board of directors (the "Board") has made certain decisions in relation to its 29 April 2020 annual and extraordinary shareholderseetings of the Company (the "2020 Shareholders'Meetings")  In summary:  -Telenet will hold the 2020 Shareholders'Meetings at the announced date and time - The ordinary shareholders'meeting shall be held virtually and the location of the extraordinary shareholders'm...

Expert Corporate Governance Service (ECGS)

Telenet Group - AGM and EGM 24 April 2019

In general, Telenet is in compliance with Belgian regulations relating to the organization and procedures of the Annual General Meeting. ITEMS 1 to 8 concern the Annual General Meeting. ITEMS E.1 and E.2 concern the Extraordinary Meeting. in ITEM 4, the board of directors seeks approval of the Company's remuneration report. Since ECGS does not approve the long term incentive plans that do not operate one or more challenging performance conditions, we recommend shareholders to OPPOSE. Under ITEMS 5.1- 5.13, the Company seeks to discharge individual members of the board of directors. In ligh...

Telenet – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 26/04/2017

In general, Telenet is in compliance with the Belgian regulations relating to the organisation and procedures of the Annual General Meeting.Under ITEM 4, the Board of Directors seeks approval for the Company's remuneration report. Since we have various concerns over the Company's executive compensation structure we recommend opposition.Under ITEMS 6a-6n, discharge of the Board of Directors is sought. As we do not approve of the discharge of Directors who missed more than 25% of the board meetings without adequate justification, we recommend opposing the discarge of Mr. John Porter (ITEM 6d), M...

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